Brian Lewington

Senior Financial Advisor at Assante Wealth Management

Brian Lewington's Professional Contact Details

Email (Verified)

****@assante.com

Get Email Address

(800) 268-3200

Location

Hamilton, Ontario, Canada

Company

Assante Wealth Management

Person Seniority

senior

Person Functions

finance

Brian Lewington's Current Company Details

Assante Wealth Management

Toronto, Ontario, Canada • 700 Employees

finance

Welcome to Assante Wealth Management Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 750 professional advisors who oversee over $39 billion in assets for 300,000 clients and their families nationwide. Assante is a subsidiary of CI Financial, a leading national investment company with approximately $162 billion in total assets as of September 30, 2017. Our advisors Finding the time to manage your finances is hard to do. Developing the expertise to understand the complexities of financial markets, taxation and retirement planning is even harder. That's why most people turn to an advisor â€“ to simplify their lives and achieve their financial goals. At Assante we recognize your needs are unique. Your Assante advisor will work with you to create a comprehensive and integrated wealth plan offering you a personal strategy to simplify and enhance your well-being. This strategy can include: â€¢ Complete wealth management â€“ investment, insurance, retirement, tax and estate planning. â€¢ Investment portfolios â€“ recommended based on your unique goals, risk tolerance and timeline. â€¢ Access to in-depth expertise â€“ lawyers, accountants and analysts from Assante Private Client, division of CI Private Counsel LP. Contact an Assante advisor today for more information. Assante advisory services are offered through Assante Financial Management Ltd. and Assante Capital Management Ltd.

Founded Year

1995

Organization Website

assante.com

Organization Languages

English, French

Organization Revenue

75000

Current Technologies

office 365

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